Sand Hill Global Advisors, LLC Diversified Active

CIK: 0001009209 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $877,899 (100.0% shares, 0.0% debt)

Holdings (108)

SPY SPDR S&P 500 ETF TR 15.1%
Value ($000) $132,135 Shares 546,466 Est. Cost $187.14 Unrealized
EFA ISHARES TR 9.6%
Value ($000) $83,947 Shares 1,287,525 Est. Cost $59.25 Unrealized
IWD ISHARES TR 8.5%
Value ($000) $74,199 Shares 637,285 Est. Cost $114.94 Unrealized
IJH ISHARES TR 5.8%
Value ($000) $50,804 Shares 292,059 Est. Cost $126.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.6%
Value ($000) $40,283 Shares 986,591 Est. Cost $35.36 Unrealized
XLK SELECT SECTOR SPDR TR 4.1%
Value ($000) $36,084 Shares 659,429 Est. Cost $54.72 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 3.7%
Value ($000) $32,865 Shares 596,035 Est. Cost $55.14 Unrealized
KRE SPDR SERIES TRUST 3.5%
Value ($000) $30,899 Shares 562,304 Est. Cost $43.22 Unrealized
XLE SELECT SECTOR SPDR TR 3.3%
Value ($000) $29,349 Shares 452,080 Est. Cost $74.76 Unrealized
VNQ VANGUARD INDEX FDS 3.0%
Value ($000) $26,083 Shares 313,383 Est. Cost $83.23 Unrealized
AGG ISHARES TR 2.6%
Value ($000) $22,920 Shares 209,299 Est. Cost $109.51 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $19,519 Shares 80,188 Est. Cost $190.02 Unrealized
TIP ISHARES TR 1.3%
Value ($000) $11,844 Shares 104,417 Est. Cost $113.43 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $11,357 Shares 51,143 Est. Cost $216.35 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $11,316 Shares 78,572 Est. Cost $22.63 Unrealized +51.6%
OEF ISHARES TR 1.2%
Value ($000) $10,592 Shares 99,079 Est. Cost $81.83 Unrealized
COUPA SOFTWARE INC 1.2%
Value ($000) $10,456 Shares 360,788 Est. Cost $28.98 Unrealized
LQD ISHARES TR 1.1%
Value ($000) $9,813 Shares 81,429 Est. Cost $120.51 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $9,243 Shares 9,548 Est. Cost $18.54 Unrealized +157.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.9%
Value ($000) $8,117 Shares 25,555 Est. Cost $216.34 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $7,550 Shares 50,005 Est. Cost $39.59 Unrealized +273.0%
V VISA INC 0.8%
Value ($000) $7,201 Shares 76,789 Est. Cost $87.43 Unrealized 0.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $7,140 Shares 7,680 Est. Cost $36.79 Unrealized +26.2%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $6,932 Shares 52,399 Est. Cost $65.15 Unrealized +54.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,337 Shares 69,330 Est. Cost $38.06 Unrealized +80.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $6,088 Shares 57,299 Est. Cost $78.26 Unrealized +30.9%
SCHW SCHWAB CHARLES CORP NEW 0.7%
Value ($000) $6,081 Shares 141,559 Est. Cost $19.22 Unrealized +86.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,914 Shares 73,259 Est. Cost $54.42 Unrealized +1.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.7%
Value ($000) $5,903 Shares 58,966 Est. Cost $42.35 Unrealized +114.5%
MSFT MICROSOFT CORP 0.6%
Value ($000) $5,526 Shares 80,167 Est. Cost $30.08 Unrealized +107.2%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $5,458 Shares 77,117 Est. Cost $57.68 Unrealized -16.2%
CME CME GROUP INC 0.6%
Value ($000) $5,407 Shares 43,174 Est. Cost $44.98 Unrealized +94.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,327 Shares 61,126 Est. Cost $56.26 Unrealized +24.7%
NKE NIKE INC 0.6%
Value ($000) $5,311 Shares 90,014 Est. Cost $42.94 Unrealized +12.4%
MMM 3M CO 0.6%
Value ($000) $5,092 Shares 24,456 Est. Cost $67.24 Unrealized +85.4%
WHOLE FOODS MKT INC 0.6%
Value ($000) $4,965 Shares 117,910 Est. Cost $31.99 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $4,940 Shares 182,904 Est. Cost $24.19 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,757 Shares 45,595 Est. Cost $70.49 Unrealized +3.8%
T AT&T INC 0.5%
Value ($000) $4,499 Shares 119,241 Est. Cost $11.53 Unrealized +38.1%
INTC INTEL CORP 0.5%
Value ($000) $4,496 Shares 133,269 Est. Cost $19.12 Unrealized +54.6%
PFE PFIZER INC 0.5%
Value ($000) $4,494 Shares 133,798 Est. Cost $16.92 Unrealized +27.7%
CRM SALESFORCE COM INC 0.5%
Value ($000) $4,449 Shares 51,374 Est. Cost $86.04 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $4,343 Shares 12,376 Est. Cost $81.54 Unrealized +26.9%
IJK ISHARES TR 0.5%
Value ($000) $4,335 Shares 22,050 Est. Cost $140.68 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $4,200 Shares 37,981 Est. Cost $58.11 Unrealized +33.1%
PH PARKER HANNIFIN CORP 0.5%
Value ($000) $4,194 Shares 26,240 Est. Cost $139.01 Unrealized 0.0%
HON HONEYWELL INTL INC 0.5%
Value ($000) $4,139 Shares 31,054 Est. Cost $74.50 Unrealized +32.6%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,117 Shares 62,529 Est. Cost $58.26 Unrealized -4.2%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $3,952 Shares 29,865 Est. Cost $87.85 Unrealized +17.1%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value ($000) $3,862 Shares 45,764 Est. Cost $47.76 Unrealized +4.3%
COTY COTY INC 0.4%
Value ($000) $3,838 Shares 204,577 Est. Cost $16.54 Unrealized 0.0%
SPAB SPDR SERIES TRUST 0.4%
Value ($000) $3,812 Shares 66,098 Est. Cost $57.67 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $3,705 Shares 76,219 Est. Cost $30.35 Unrealized +28.2%
VFC V F CORP 0.4%
Value ($000) $3,621 Shares 62,865 Est. Cost $51.76 Unrealized -0.3%
ALLERGAN PLC 0.4%
Value ($000) $3,600 Shares 14,810 Est. Cost $243.08 Unrealized
HSY HERSHEY CO 0.4%
Value ($000) $3,565 Shares 33,206 Est. Cost $68.79 Unrealized +30.6%
BLACKROCK INC 0.4%
Value ($000) $3,445 Shares 8,155 Est. Cost $383.52 Unrealized
IWO ISHARES TR 0.3%
Value ($000) $3,005 Shares 17,806 Est. Cost $121.88 Unrealized
CONCHO RES INC 0.3%
Value ($000) $2,641 Shares 21,733 Est. Cost $128.24 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,415 Shares 19,409 Est. Cost $91.71 Unrealized
DJCO DAILY JOURNAL CORP 0.2%
Value ($000) $1,704 Shares 8,434 Est. Cost $191.25 Unrealized +10.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,520 Shares 19,186 Est. Cost $79.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,312 Shares 1,444 Est. Cost $35.61 Unrealized +27.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,110 Shares 20,034 Est. Cost $35.28 Unrealized +19.5%
IWB ISHARES TR 0.1%
Value ($000) $1,071 Shares 7,920 Est. Cost $135.23 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,026 Shares 20,463 Est. Cost $38.37 Unrealized +4.5%
IWF ISHARES TR 0.1%
Value ($000) $947 Shares 7,958 Est. Cost $80.78 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $816 Shares 10,436 Est. Cost $75.77 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $742 Shares 9,018 Est. Cost $80.29 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $723 Shares 5,000 Est. Cost $3.13 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $714 Shares 3,611 Est. Cost $148.41 Unrealized +17.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $706 Shares 4,416 Est. Cost $119.48 Unrealized +26.4%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $702 Shares 8,998 Est. Cost $55.49 Unrealized 0.0%
SL GREEN RLTY CORP 0.1%
Value ($000) $672 Shares 6,354 Est. Cost $105.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $668 Shares 4,343 Est. Cost $110.51 Unrealized -6.1%
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $626 Shares 12,444 Est. Cost $50.31 Unrealized
AMERICAN CAMPUS CMNTYS INC 0.1%
Value ($000) $621 Shares 13,129 Est. Cost $47.30 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $588 Shares 6,259 Est. Cost $93.94 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $514 Shares 5,543 Est. Cost $83.80 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $499 Shares 534 Est. Cost $96.11 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $494 Shares 4,000 Est. Cost $102.78 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $429 Shares 6,126 Est. Cost $99.10 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $382 Shares 5,505 Est. Cost $46.00 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $366 Shares 2,998 Est. Cost $99.36 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $354 Shares 2,306 Est. Cost $99.68 Unrealized +24.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $349 Shares 1,815 Est. Cost $142.09 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $345 Shares 11,038 Est. Cost $18.09 Unrealized +38.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $334 Shares 1,973 Est. Cost $155.67 Unrealized +6.8%
O REALTY INCOME CORP 0.0%
Value ($000) $330 Shares 5,982 Est. Cost $36.61 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $321 Shares 4,835 Est. Cost $39.13 Unrealized +67.5%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $320 Shares 5,742 Est. Cost $44.13 Unrealized -9.6%
AFL AFLAC INC 0.0%
Value ($000) $311 Shares 4,000 Est. Cost $30.73 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $310 Shares 2,848 Est. Cost $90.11 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $294 Shares 8,000 Est. Cost $30.17 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $291 Shares 2,451 Est. Cost $92.90 Unrealized
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $273 Shares 2,540 Est. Cost $84.05 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $263 Shares 1,980 Est. Cost $74.19 Unrealized +64.5%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $262 Shares 2,944 Est. Cost $87.98 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $262 Shares 1,861 Est. Cost $135.42 Unrealized
POWERSHARES QQQ TRUST 0.0%
Value ($000) $261 Shares 1,894 Est. Cost $137.80 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $261 Shares 1,200 Est. Cost $171.00 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $255 Shares 1 Est. Cost $199512.94 Unrealized +25.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $254 Shares 5,677 Est. Cost $27.88 Unrealized +5.9%
IVW ISHARES TR 0.0%
Value ($000) $252 Shares 1,841 Est. Cost $83.99 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $216 Shares 2,147 Est. Cost $98.95 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $211 Shares 1,375 Est. Cost $117.92 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $118 Shares 10,000 Est. Cost $10.87 Unrealized 0.0%
GASTAR EXPL INC NEW 0.0%
Value ($000) $19 Shares 20,000 Est. Cost $5.47 Unrealized